Sage Mountain Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
8,322
-390
| -4% | -$27.5K | 0.04% | 219 |
|
|
2025
Q1 | $638K | Buy |
8,712
+64
| +0.7% | +$4.69K | 0.05% | 184 |
|
|
2024
Q4 | $542K | Sell |
8,648
-3,366
| -28% | -$211K | 0.04% | 197 |
|
|
2024
Q3 | $792K | Buy |
12,014
+5,034
| +72% | +$332K | 0.07% | 138 |
|
|
2024
Q2 | $504K | Buy |
6,980
+604
| +9% | +$43.6K | 0.05% | 172 |
|
|
2024
Q1 | $427K | Buy |
6,376
+54
| +0.9% | +$3.62K | 0.04% | 182 |
|
|
2023
Q4 | $416K | Sell |
6,322
-135
| -2% | -$8.88K | 0.05% | 153 |
|
|
2023
Q3 | $416K | Buy |
6,457
+110
| +2% | +$7.08K | 0.06% | 139 |
|
|
2023
Q2 | $383K | Buy |
6,347
+60
| +1% | +$3.62K | 0.05% | 145 |
|
|
2023
Q1 | $362K | Buy |
+6,287
| New | +$362K | 0.06% | 141 |
|